Roles and Responsibilities
Acquire customers for Demat and Trading Account and generate revenue through brokerage.
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds
Acquire current customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell
Conduct regular Client Meetings update the same in the meeting tracker
Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
Track customer complaints/queries and turnaround times for customer satisfaction.
📌 Business Development Executive New Delhi
🏢 Pocketful Fintech Capital
📍 New Delhi
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